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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,470 | $202,342-74.1% | $172,752-69.6% | $152,897-65.7% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 9.19% | 1029.83%-1020.6pp | 802.97%-793.8pp | 345.43%-336.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,191 | $5,948-80.0% | $5,198-77.1% | $5,851-79.6% |
| Admin fee / account holder | $1,203 | $17,111-93.0% | $13,955-91.4% | $11,599-89.6% |